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iShares MSCI USA Momentum Factor ETF

405 hedge funds and large institutions have $5.51B invested in iShares MSCI USA Momentum Factor ETF in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 156 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
Holders Change %
0%
% of All Funds
8.78%
Holding in Top 10
56
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.75%
% of All Funds
1.21%
New
61
Increased
156
Reduced
149
Closed
52
Calls
$1.21M
Puts
$2.69M
Net Calls
-$1.48M
Net Calls Change
+$857K
Name Holding Trade Value Shares
Change
Shares
Change %
PK
301
Pflug Koory
Nebraska
$316K +$316K +2,820 New
ATC
302
Argent Trust Co
Tennessee
$315K -$168K -1,500 -35%
PS
303
Portfolio Strategies
New York
$311K -$29.1K -259 -9%
KWM
304
Kingsview Wealth Management
Oregon
$307K +$1.01K +9 +0.3%
WA
305
WBH Advisory
Maryland
$302K +$16.7K +149 +6%
EF
306
Empirical Finance
Pennsylvania
$292K -$27.1K -241 -8%
BSW
307
Buckingham Strategic Wealth
Missouri
$286K +$25K +223 +10%
CWA
308
Clarus Wealth Advisors
Arizona
$286K +$110K +981 +63%
CWM
309
Centric Wealth Management
Illinois
$285K +$1.23K +11 +0.4%
AIA
310
Avalon Investment & Advisory
Texas
$285K +$285K +2,538 New
MPW
311
MA Private Wealth
California
$281K -$213K -1,904 -43%
BFPW
312
BOK Financial Private Wealth
Colorado
$281K -$191K -1,700 -40%
AWA
313
Arete Wealth Advisors
Illinois
$275K +$48.2K +430 +21%
JGIA
314
Jackson Grant Investment Advisers
Connecticut
$263K +$4.15K +37 +2%
WT
315
Washington Trust
Rhode Island
$260K
FIG
316
FundX Investment Group
California
$254K -$9.86M -87,789 -97%
SAM
317
Sequent Asset Management
Texas
$248K
TFS
318
Thoroughbred Financial Services
Tennessee
$242K +$242K +2,157 New
Wealthfront Advisers
319
Wealthfront Advisers
California
$241K
MSR
320
Main Street Research
Connecticut
$239K
MFS
321
Madrona Financial Services
Washington
$238K +$238K +2,124 New
WAM
322
Weatherly Asset Management
California
$237K
WI
323
Wintrust Investments
Illinois
$236K -$2.69K -24 -1%
PFGIA
324
Patriot Financial Group Insurance Agency
Massachusetts
$233K +$81.1K +723 +53%
SDWIA
325
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$230K +$230K +2,047 New